Total Wealth Planning, LLC Ishares Global Reit ETF Transaction History

Total Wealth Planning, LLC

  • $812 Million
  • Q3 2025

A detailed history of Total Wealth Planning, LLC transactions in Ishares Global Reit ETF stock. As of the latest transaction made, Total Wealth Planning, LLC holds 20,324 shares of REET stock, worth $512,164. This represents 0.06% of its overall portfolio holdings.

Number of Shares
20,324
Previous 20,373 0.24%
Holding current value
$512,164
Previous $503,000 3.18%
% of portfolio
0.06%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
SELL
$24.45 - $25.91 $1,198 - $1,269
-49 Reduced 0.24%
20,324 $519,000
Q2 2025

Jul 15, 2025
SELL
$21.59 - $25.16 $11,032 - $12,856
-511 Reduced 2.45%
20,373 $503,000
Q1 2025

Apr 15, 2025
SELL
$23.24 - $25.16 $35,696 - $38,645
-1,536 Reduced 6.85%
20,884 $503,000
Q4 2024

Jan 15, 2025
BUY
$23.43 - $26.54 $525,300 - $595,026
22,420 New
22,420 $537,000

Others Institutions Holding REET

# of Institutions
336
Shares Held
71.3M
Call Options Held
5.6K
Put Options Held
200
View Full List

About ISHARES GLOBAL REIT ETF

REET Quotes by TradingView
  • Ticker REET
  • Sector ETFs
  • Industry ETFs
More about REET
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